Spectris Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:SXS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Nov 24	BuyUK£100,566	Andrew Heath	Individual	4,056	UK£24.81
05 Nov 24	BuyUK£299,996	Mark Williamson	Individual	12,116	UK£24.76
05 Aug 24	BuyUK£19,992	Mark Williamson	Individual	706	UK£28.32
05 Aug 24	BuyUK£56,779	Derek Harding	Individual	2,000	UK£28.39
05 Aug 24	BuyUK£282,831	Andrew Heath	Individual	10,000	UK£28.31
24 May 24	BuyUK£34,393	Alison Henwood	Individual	1,053	UK£32.66

Insider Trading Volume

Insider Buying: SXS insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SXS?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	57,133	0.0578%
Individual Insiders	135,459	0.137%
Private Companies	199,546	0.202%
State or Government	295,652	0.299%
General Public	8,464,811	8.57%
Institutions	89,675,804	90.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.8%	UBS Asset Management AG	10,692,849	UK£261.8m	7.97%	0.03%
10.8%	FMR LLC	10,659,163	UK£260.9m	8.47%	0.02%
6.4%	BlackRock, Inc.	6,321,187	UK£154.7m	28.7%	no data
5.57%	The Vanguard Group, Inc.	5,507,147	UK£134.8m	9.11%	no data
3.48%	Royal London Asset Management Ltd.	3,439,756	UK£84.2m	-3.69%	0.13%
3.43%	Wellington Management Group LLP	3,388,395	UK£82.9m	-3.36%	0.02%
3.29%	Artemis Investment Management LLP	3,251,146	UK£79.6m	14.1%	0.4%
3%	Evenlode Investment Management Limited	2,969,217	UK£72.7m	11.5%	1.4%
2.83%	Liontrust Asset Management PLC	2,797,324	UK£68.5m	-28.9%	0.36%
2.09%	Ninety One UK Limited	2,070,316	UK£50.7m	1,250%	0.09%
2.05%	Legal & General Investment Management Limited	2,026,822	UK£49.6m	-18.9%	0.01%
1.88%	Massachusetts Financial Services Company	1,860,511	UK£45.5m	132%	0.01%
1.82%	Schroder Investment Management Limited	1,795,077	UK£43.9m	-1.85%	0.04%
1.76%	Norges Bank Investment Management	1,741,406	UK£42.6m	-7.1%	no data
1.46%	HSBC Global Asset Management (UK) Limited	1,440,837	UK£35.3m	20.1%	0.02%
1.33%	Allspring Global Investments, LLC	1,311,867	UK£32.1m	9.99%	0.06%
1.18%	Janus Henderson Group plc	1,164,716	UK£28.5m	-31.7%	0.01%
1.09%	Aegon Asset Management UK Plc	1,080,359	UK£26.4m	1,190%	0.18%
1.09%	Columbia Management Investment Advisers, LLC	1,076,100	UK£26.3m	64.5%	0.01%
1.02%	State Street Global Advisors, Inc.	1,009,360	UK£24.7m	3.55%	no data
1%	Abu Dhabi Investment Authority	983,755	UK£24.1m	-10.5%	0.21%
0.87%	Invesco Ltd.	857,578	UK£21.0m	-2.98%	0.01%
0.76%	Delen Investments	750,000	UK£18.4m	7.14%	2.76%
0.75%	SAMA Foreign Holdings	737,263	UK£18.0m	0%	1.11%
0.67%	Fidelity International Ltd	659,378	UK£16.1m	-28.2%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 08:27
End of Day Share Price	2024/12/19 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Spectris plc is covered by 31 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Thomas	Arden Partners Plc.
Richard Paige	Barclays
Jonathan Hurn	Barclays